Polaris Wealth Advisory Group’s Global Payments GPN Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GPN Stock Details GPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-315,835	Closed	-$42.5M	–	148
2022 Q1	$42.5M	Buy	315,835 +218,554	+225%	+$30.5M	2.84%	4
2021 Q4	$13.2M	Buy	+97,281	New	+$13.4M	0.76%	46
2016 Q1	–	Sell	-173,792	Closed	-$11.2M	–	119
2015 Q4	$11.2M	Buy	173,792 +29,464	+20%	+$1.99M	1.81%	12
2015 Q3	$8.28M	Buy	144,328 +21,240	+17%	+$1.18M	1.69%	18
2015 Q2	$6.37M	Buy	123,088 +15,506	+14%	+$795K	1.27%	25
2015 Q1	$4.93M	Buy	+107,582	New	+$4.8M	0.9%	43

Other funds holding GPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's GPN Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Global Payments (GPN) in Q2 2022, closing a stake of 315,835 shares — an estimated $42.5M sold.

Polaris Wealth Advisory Group first reported a position in GPN in Q1 2015 and held it in 6 quarters. The position peaked at $42.5M in Q1 2022. 880 funds tracked by Wall St. Rank hold GPN as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Global Payments position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 315,835 Global Payments shares in Q2 2022, an estimated $42.5M.
Polaris Wealth Advisory Group first reported a position in Global Payments in Q1 2015 and held it in 6 quarters.
Polaris Wealth Advisory Group's Global Payments position peaked at $42.5M in Q1 2022.
880 funds tracked by Wall St. Rank held Global Payments as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.